Advisors must have an understanding of their client’s current state of affairs and their values. Who is important, what is relevant and why.
Clients and their trusted advisors need to be on the same page. Advisors should completely acknowledge and focus on the goals, priorities and concerns of their clients.
Financial professionals should provide a clear, jargon free, action plan that is suitable, appropriate and achievable.
Asset-Map is transforming the way financial professionals collaborate with clients and prospective clients.
Simplify and reduce complexity. The Asset-Map is a single page, visual catalog of a household’s financial instruments.
Eliminate paralysis by analysis. Target-Maps present how well funded a household is towards any financial objective. This is done on a single page for each goal, such as education, long-term care, philanthropy, retirement...
Foster trust and gain referrals. Engage in clear, jargon-free, communications with your clients. The more quickly everyone understands which strategies are truly in the client's best interest, the more likely you can implement solutions.
Mapped financial instruments
It's what I always wanted from my Advisor but didn't know how to ask for it by name.
We can't explain it, clients love their Asset-Map
I used to use the other tools, but Asset-Map uncovers unexpected opportunities every time.
I just finished my first meeting with Asset-Map and I'm simply blown away.
The client experience with Asset-Map is fantastic. They love the convenience of it.
I want to thank you personally for creating Asset-Map. It is really everything I wanted in a process with my clients. It has really brought back a passion for me in this business.
I’m ex-Military, so process and systems are important to me. Asset-Map and Target-Maps are the first tool I’ve seen where the training wheels have been removed.
People just want to be told what to do after discussing their Asset-Map.
The best tool I’ve ever seen to enhance communication with clients.
We are thoroughly impressed we are with the Asset Map program you shared. I have never seen the information broken down in such a clear and concise way. What you shared was a picture of our future that we can embrace. We are so excited!
I used to use other tools, but Asset-Map uncovers unexpected opportunities every time.